1. Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Virtualization and HA PI Systems Christian Leroux Technical lead OSIsoft España cleroux@osisoft.com

2. 2 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Overview Virtualization Storage (DAS, NAS, SAN) Server Application (Clients) How does PI High Availability play into virtualization? Highly Available (HA) PI HA PI in a virtual environment

3. 3 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Why Now? You need to do more with less Your projects need to show immediate ROI IT is challenged to increase service levels with less staff Virtualization and HA are valuable separately, but better together

4. 4 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Who Needs This? PI users who cannot afford disruption in service (even for planned maintenance) IT organizations looking to consolidate management of computing resources (fewer servers to buy and maintain) IT organizations looking to streamline deployment of new tools for the user community (less IT time and resources) IT organizations investigating new ways to provide ever- increasing amounts of storage for mission critical systems A PI system administrator tasked with scaling PI to more users and other information systems Companies investigating virtualized test environments for validating new software purchases

5. 5 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. A Simple System

6. 6 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. A Simple Virtualized System

7. 7 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Virtualization Servers Storage Applications

8. 8 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Server Virtualization Instead of having physical machines, virtual servers run on a physical host Case Study: AtlantiCare Eliminated need to expand or relocate data center Microsoft® Virtual Server 2005 used to consolidate infrastructure and legacy application servers Consolidation ratio achieved of 33:2

9. 9 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Example: Server consolidation 9 Typically server workloads only consume a small fraction of total physical server capacity, wasting hardware, space, and electricity Through virtualization, these workloads can be consolidated onto fewer physical servers, saving resources and increasing flexibility OS APP OS APP OS APP OS APP OS APP OS APP 9% utilization 6% utilization 14% utilization 30% utilization

10. 10 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Benefits of Server Virtualization* Less hardware Better utilization of hardware Reduce power consumption Provide higher availability by supporting redundancy Rapidly deliver adaptive and reliable IT services Tie diverse components together into a single managed entity Storage efficiency can lead to higher storage utilization *Gillen, A., Grieser, T., Perry, R. 2008. Business Value of Virtualization: Realizing the Benefits of Integrated solutions. IDC.

11. 11 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI and Server Virtualization Validated environments need a test bed (any pharmaceutical company; BMS; Shell) Environments that require portability of IT assets (Cargill Deicing Technology – Salt mining) Deploying new sites (Rio Tinto)

12. 12 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Data Store Storage virtualization Challenge: Grow available storage space without disrupting applications and servers Solution: Storage Area Networks (SAN) allow dynamic sizing of available storage Server A Server B

13. 13 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Benefits of SAN Technology Additional storage appears to be local to the host so users don’t have to know where the files are stored Improve the ties between centralized storage and virtual infrastructure Provide virtual-machine consistent backups for data stores and the ability to restore virtual machines instantly in a few clicks Provide relief from disk subsystem access in virtualized environments (biggest performance hit on virtual host) Consolidate disk resources

14. 14 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI and Storage Virtualization Keep more and higher fidelity data online; add or expand PI archive files Support aggregated PI Systems; VSS support enables backups Store PI Client files centrally Backup virtualized application and data servers Backup virtualized Terminal Server hosts Complete system backup storage

15. 15 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Application Virtualization

16. 16 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Application Virtualization Customers currently use Citrix or Terminal Server to reduce deployment costs and maintenance for client apps Windows 2008 Server offers a service that provides applications over an SSL connection (HTTPS) without client-side deployment (a thin deployment) – Terminal Services Gateway Terminal Services Gateway provides URL access to a host (like Remote Desktop connections, without the VPN requirement) or to specific applications on a host (even more secure for those outside the firewall)

17. 17 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Benefits of Application Virtualization One point of installation makes deployment simpler Access to applications secured All users have the same version of the software; no version or compatibility issues Casual users do not need to install anything to get started Save money on hardware investments by deploying client software in one place

18. 18 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI and Application Virtualization (ProcessBook) Launch from Desktop icon Launch from web page OR

19. 19 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI and Application Virtualization (ProcessBook)

20. 20 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. PI and Application Virtualization Environments with casual client users who need low barrier to entry for system access (Inco Limited) Terminal Server users (a partial list) Georgia Pacific, Kellogg, SASO, SAPPI Fine Paper, Wacker Chemie, Alcoa, Eli Lilly, ExxonMobil Upstream, Iberdrola, Progress Energy Services Citrix users (a partial list) SDG&E, Water Corporation, Amgen, Bayer Material Science, Genmab, PPG, Vaxgen, Katahdin Paper, Celanese Chemicals, Novo Nordisk, Queensland Alumina, Total Windows 2008 Terminal Services Gateway OSIsoft

21. 21 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Five Principles for Virtualization Success* Treat virtual machines as if they were physical machines Invest in Enterprise-level hardware and software Do not mix virtual and physical on the same host Use qualified Virtualization support personnel Test on the target platform *OSIsoft Center of Excellence

22. 22 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. How does HA PI play into virtualization? PI collectives (HA) and interfaces Virtualized HA PI

23. 23 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. A Simple HA PI System Data

24. 24 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. A Simple Virtual HA PI System

25. 25 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Virtual HA PI with SAN

26. 26 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Virtual System including Clients

27. 27 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Recommendation: Virtualized PI System Multiple hosts (cluster) Collective can be split across hosts PI Server components can run as separate virtual machines for scalability and performance SAN can offload storage

28. 28 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Built-in Benefits of HA PI PI is there all the time – users trust it No late night heroics to restore a backup or perform routine maintenance Asymmetrical. 64 bit intel with 32 bit AMD… Removes fear of a bad backup Geographical independence (replace PI to PI) Support more or specialized users Facilitates capacity planning PI is perfect for monitoring a virtualized environment (HyperV performance counters; VMWare SNMP interface)

29. 29 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Customer Examples: HA Transmission & Distribution customers cannot lose visibility or the grid can go down (e.g., Cal ISO) Customers with dispersed sites can deploy collective members in each location for better client retrieval performance without losing synchronization (International Paper) Customers want to balance the load of data retrieval by many users (PJM, Cal ISO) Customers need to aggregate data into one large PI system (PSE&G) NERC CIP: dedicated PI server inside the security perimeter

30. 30 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Benefits of PI in a Virtualization Project Value of HA PI— Availability, Quality of Service (QoS) No data loss Scaling Improved IT management Value of virtual machines and SAN Consolidation Scaling and hardware utilization Centralized IT management All adds up to higher quality of service for less cost

31. 31 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Virtual Vendors, Compared VMware ESX ServerMicrosoft Hyper-V Support for 32/64 bit hosts YesOnly 64 bit hosts Support for 32/64 bit guests Yes Device Driver Support HypervisorGuest OS Maximum RAM 64GB Maximum Virtual CPUs 44 Shared VM Memory YesNo Boot VMs from SAN Yes Live Migration Yes Maximum Active VMs 128Unlimited

32. 32 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Microsoft’s Hyper-V R2 Live Migration--increased reliability/availability Clustered Shared Volumes Cluster Node Connectivity Fault Tolerance. Dynamic I/O redirection. Improved management of VMs. Including multiple servers. Improve Performance VM Chimney/TCP Offload Note--Intel now builds their chips with features to improve VM performance. (VM Chimney is an example). Green Core Parking Simplified deployment..vhd files now the de facto standard. Server 2008 R2 can boot from a vhd on local hard drive

33. 33 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. More Information Whitepapers and Tech Support bulletins on OSIsoft web site Vendor web sites OSIsoft internal expertise Microsoft representatives for Hyper V and Terminal Server Gateway solutions

34. 34 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Next Steps Knowledge Base article #3062OSI8 Learn whether there are plans for (or an existing) virtualization environment in your organization Estimate the hardware reduction to be gained by virtualizing your existing server applications Estimate the hardware reduction for server applications both with and without a SAN available (more hosted servers per host if data storage is offloaded, for example). Estimate the hardware, software and support reduction to be gained by moving your client applications to a hosted environment (e.g., Terminal Server) Consider the value of monitoring the virtualized environment with PI

35. 35 Empowering Business in Real Time. © Copyright 2009, OSIsoft Inc. All rights Reserved. Thank you for your time Email your questions to: ProductManagers@osisoft.com ProductManagers@osisoft.com Contact your salesperson for more detailed information